Zhang Financial’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.49M | Sell |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $886K | Buy |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $495K | Sell |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $379K | Buy |
|